Do you want to do more

of the things you enjoy?

What would financial peace

of mind mean to you?

Do you want answers to your questions even if they might feel silly?

Do you want to know that your family will be secure even if something out of the ordinary happens?

Do you want more confidence

in your financial future?

Do you want to know how much you need to live your life how you want to?

It is not about Money

it is all about YOU

It is all about what you

want us to do for you

What is your “What if?” that

keeps you awake at night?

What does your retirement look like... Is it time to relax or go on an adventure of your life?

It really is all about YOU

Life is not a rehearsal. What does your ideal life look like? What do you want to do now or in the future, but you think is just a dream? We think it is all about helping you capture those dreams and try to make them a reality however big or small they are. It is about understanding your life and working out what is your “Enough” and giving you the confidence and tools to make the decisions you need to for your future.

Where are you now? Where do you want to be? and most importantly What is the best way to get there? We aim to provide you with the peace of mind that you are on track. Without knowing where you are going it is impossible to plan your journey.

Come in for coffee and a chat and see how we can help you.

Retirement – it really is all about you

​

​What does your retirement look like?

What is your ideal situation? What are your dreams and goals? Is it time to relax and calm down or go on the adventure of your life?

We create a plan showing your retirement costs and spending. We then map that against your pension and other income so you can choose when you want to retire and how you want to retire. We look at the most tax efficient ways of you doing this so you have the information to decide what you want to do.

Investing – it really is all about you

​

​What are you saving and investing for?

What are your dreams and goals? Is it about your future or your now?

We take your lifestyle, your age and your reasons for investing in to consideration and map these against your risk profile, your current income and your timescales and help you plan the right way to invest to suit you and help to give you peace of mind and confidence. It is important to be able to sleep at night and not to worry about where your money is held.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount you invested.

Protecting – it really is all about you and yours

​

​What do you want for your family?

Or your home? What is your “What if?” that keeps you awake at night?

We look at your circumstances and your lifestyle and help you plan to prevent those unforeseen circumstances having a big impact on your life and your family. We create what if scenarios and help you decide what is important to you to protect.

Estate planning – it is all about your history

​

​Do you want to leave a legacy?

What do you want for your family? Or your home? What if you’re not around to help them?

We look at your assets and your lifestyle and what you would like to leave to whom or how to avoid paying too much tax. Or even how you would just like to spend what you have. With that information we help you plan the most tax efficient way of dealing with your estate.

Calculators

How long will I live?

What are house prices in your area?

How popular is your birthday?

What does life have in store?

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